Westside Investment Management, Inc.
SANTA MONICA CA · SEC CIK 0001538383
$6.53亿2026Q1 申报市值
1,477持仓数
24.4%前十大占比 · 第一大 3.7%
46 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$1,029.37万
WISDOMTREE U S 加仓+$238.46万
AAPL 加仓+$192.57万
ADBE 加仓+$189.50万
IAU 加仓+$178.68万
2026Q1 卖出最多 按季末市值估算
SCHWAB PRIME ADV 减仓-$291.18万
SCHWAB MUNICIPAL 减仓-$254.00万
GLD 减仓-$142.85万
COHR 减仓-$103.88万
MU 减仓-$97.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $3.75万 | 0.01% | 835 | 3 | 0.4% | $135 | 加仓 |
| — | DFA US SMALL CAP I | $3.75万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP F | $3.76万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $3.79万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $3.79万 | 0.01% | 2,004 | -24 | -1.2% | -$454 | 减仓 |
| HTAB | HARTFORD SCHRODERS | $3.80万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CFRUY | COMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.80万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.81万 | 0.01% | 218 | -33 | -13.1% | -$5,762 | 减仓 |
| VV | VANGUARD LARGE | $3.83万 | 0.01% | 128 | -15 | -10.5% | -$4,483 | 减仓 |
| USB | U S BANCORP DE | $3.83万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| — | SWEDBANK A B FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.83万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $3.85万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $3.86万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $3.88万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS | $3.89万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP | $3.91万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC | $3.91万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $3.96万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $3.96万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP | $3.96万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KAN F | $3.97万 | 0.01% | 504 | 1 | 0.2% | $79 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.98万 | 0.01% | 356 | -40 | -10.1% | -$4,468 | 减仓 |
| WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.98万 | 0.01% | 18,436 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3.98万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| — | DEN DANSKE BANK AKTIES FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.99万 | 0.01% | 1,614 | 0 | 0.0% | — | 不变 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD COM | $3.99万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $4.02万 | 0.01% | 945 | 220 | 30.3% | $9,363 | 加仓 |
| HGER | HARBOR COMMODITY | $4.03万 | 0.01% | 1,300 | 1,300 | — | $4.03万 | 新建仓 |
| CRUS | CIRRUS LOGIC | $4.03万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $4.05万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $4.07万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| — | BAYERISCHE MOTOREN WER FUNSPONSORED ADR 0 333333333333 ORD COM | $4.07万 | 0.01% | 1,338 | 0 | 0.0% | — | 不变 |
| SYFI | AB SHORT | $4.13万 | 0.01% | 1,164 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4.14万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| — | ANZ GROUP HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.16万 | 0.01% | 1,624 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUNICIPAL | $4.16万 | 0.01% | 1,834 | 0 | 0.0% | — | 不变 |
| MTB | M&T BK CORP | $4.17万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| — | NTNL AUSTRALIA BK LT A FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $4.19万 | 0.01% | 2,840 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.19万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $4.22万 | 0.01% | 203 | -60 | -22.8% | -$1.25万 | 减仓 |
| — | SINGAPORE TELECOMMUNIC FSPONSORED ADR 1 ADR REPS 10 ORD COM | $4.25万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $4.27万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES CLA A CLASS A | $4.28万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $4.29万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.29万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL | $4.29万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC F | $4.31万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $4.32万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $4.33万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $4.35万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $4.38万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| — | BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD COM | $4.40万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| — | ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0 05 ORD COM | $4.41万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $4.41万 | 0.01% | 380 | 180 | 90.0% | $2.09万 | 加仓 |
| FIGS | FIGS INC | $4.43万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION | $4.44万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $4.44万 | 0.01% | 195 | -1 | -0.5% | -$228 | 减仓 |
| XAR | STATE STREER | $4.44万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.48万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| — | INDUSTRIA DE DISENO TE FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $4.48万 | 0.01% | 3,076 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0 125 ORD COM | $4.51万 | 0.01% | 904 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN | $4.52万 | 0.01% | 1,360 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIO | $4.53万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON | $4.53万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| — | VIRTUS DIVERSIFIED | $4.54万 | 0.01% | 1,867 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT | $4.54万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS | $4.55万 | 0.01% | 447 | 109 | 32.2% | $1.11万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.56万 | 0.01% | 782 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP REIT | $4.59万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| — | FIRST EAGLE OVERSEAS I | $4.60万 | 0.01% | 1,409 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $4.62万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS | $4.63万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES US | $4.67万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY | $4.67万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $4.68万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $4.68万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP | $4.69万 | 0.01% | 62 | 60 | 3,000.0% | $4.53万 | 加仓 |
| — | ITOCHU CORP F | $4.70万 | 0.01% | 3,640 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $4.71万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $4.72万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $4.78万 | 0.01% | 453 | 191 | 72.9% | $2.02万 | 重新持有 |
| CEG | CONSTELLATION ENERGY | $4.81万 | 0.01% | 176 | 60 | 51.7% | $1.64万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $4.81万 | 0.01% | 600 | 500 | 500.0% | $4.00万 | 加仓 |
| — | MARUBENI CORP F | $4.81万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI | $4.87万 | 0.01% | 1,039 | 44 | 4.4% | $2,061 | 重新持有 |
| AME | AMETEK INC NEW | $4.89万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| — | DFA LARGE CAP INTERNATIONAL I | $4.90万 | 0.01% | 1,368 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $4.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ | $4.92万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MNG INC F | $4.92万 | 0.01% | 1,558 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $4.93万 | 0.01% | 168 | -138 | -45.1% | -$4.05万 | 减仓 |
| SNDA | SONIDA SENIOR | $4.94万 | 0.01% | 1,531 | 1,531 | — | $4.94万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $4.99万 | 0.01% | 702 | -3 | -0.4% | -$213 | 减仓 |
| CHRW | C H ROBINSON | $5.00万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| — | HANNOVER RUECK SE FSPONSORED ADR 1 ADR 0 166667 ORD COM | $5.03万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR | $5.04万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| — | ORANGE FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5.04万 | 0.01% | 2,447 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER GENESIS INV | $5.04万 | 0.01% | 928 | 928 | — | $5.04万 | 新建仓 |
| CF | CF INDS HLDGS INC | $5.06万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE | $5.06万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |